LaBrunerie Financial provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, businesses, and retirement plans. The firm builds customized portfolios using individual stocks, exchange-traded funds, mutual funds, bonds, and alternative investments, operating on both discretionary and non-discretionary bases. LaBrunerie Financial also offers standalone financial planning services, known as Financial Portraits, covering estate planning, tax strategies, cash flow analysis, and retirement goals. The firm emphasizes a holistic approach, coordinating with clients' other professionals such as certified public accountants and estate attorneys. Additionally, LaBrunerie Financial provides consulting services for isolated financial concerns and retirement plan consulting for employers and participants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion. Employees and their family-related accounts receive reduced fees.